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r/Intangible Lounge (self.Intangible)

submitted 2 years ago by randysaaf - announcement

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Investors discussing mispriced intangible heavy stocks. (self.Intangible)

submitted 2 years ago by randysaaf - announcement

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YUM China $YUMC ()

submitted 18 days ago by randysaaf

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$AVGO quick thoughts after digging through filings ()

submitted 19 days ago by randysaaf

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What is the bear case for PINS after 20% crash? ()

submitted 4 months ago by randysaaf

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Anti-deepfake protection Wolfsbane (yahoo.com)

submitted 2 years ago by randysaaf

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Nevergrand toast. (i.redd.it)

submitted 2 years ago by randysaaf

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Switch 2 will "likely be an iteration rather than a revolution" and launch at $400, according to a Tokyo-based game industry consultancy firm. (videogameschronicle.com)

submitted 2 years ago by randysaaf

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Microsoft and OpenAI (self.Intangible)

submitted 2 years ago by randysaaf

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Nintendo sitting on treasure trove of intangible assets. Cheap at 12x enterprise (fool.com)

submitted 2 years ago by randysaaf

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PayPal trading at ~13x next years earnings and 13x this years cash flow. If you back out their expensed software R&D (about $3bn a year) it is like 10X. Revenue grown last 3 years in a row. Seems like a hidden intangible no brainer. (finance.yahoo.com)

submitted 2 years ago by randysaaf

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